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Building Value: Two ground-breaking areas of study significantly altered this advisor's approach to effective client communication.
How to battle irrational financial behavior
Knowing a thing or two about behavioral economics can enable financial advisers to steer clients away from poor investment decisions.
Understanding the Expressive Benefit of Investing
Investments always have an expressive component to investors, and drive some investors more than others.
5 Common Investment Mistakes, and 4 Strategies to Follow Instead
We all have blind spots, including when we invest. Here are five to be aware of and avoid, and four alternative approaches.
Increase Client Engagement With SLCT Protocol
SLCT, pronounced “select,” stands for Scribing, Laddering, Checking and Triaging.
How Our Biases Can Thwart Even the Best-Laid Financial Plans
Fear and greed, two of the strongest emotions, help explain why investors buy high and sell low.
Common Investment Goals
Here are some common goals that investors have.
Surprise! Investors Often Don’t Know What Their Goals Are
Behavioral science can explain why it's surprisingly difficult for clients to accurately tell you their goals, but it can also provide ways to help.
To boost life insurance sales, try this road-tested message
Attitudes about life insurance improved for all demographic groups when having coverage is perceived as a social norm.
Economists Can Tell You What You Should Want
Behavioral economists have made a lot of progress in disabusing their colleagues that humans are perfectly rational. That approach, though, goes only so far.